Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.
Learning Objectives
Recognize what is insured by the FDIC or the NCUA.;Calculate taxable interest on the purchase of a bond with accrued interest.;Determine the type of security to recommend to a client based on the client's circumstances.;Differentiate between active and passive portfolio management.;Recall when an investor should expect a margin call.;Differentiate among the various types of financial ratios in a financial ratio analysis.;Calculate the price-earnings ratio for a stock.
Major Topics
Types of investment vehicles;Investment strategies;Investment valuation
